Welcome to On Point for April. Isn’t it amazing what can happen in the space of a month - life under lockdown is certainly very different to the way it was back in early March.
We remain well positioned on Covid-19. Our aim is to minimise disruption for customers and your business as a result of Covid-19, as well as keep our people safe. This month we’ll recap on some of the important changes we’ve made to keep it as easy as possible for you to do business with us from your bubble.
For all the details please visit our Covid-19 page.
Coronavirus – all you need to knowAs our teams are working remotely, we recommend all new business is submitted via our online application platform e-App. Our Distribution team has been running daily e-App training clinics via video conference. If you’d like to join one please get in touch with me.
Benefits of using e-App:
Where can I find e-App?
In Apollo, once you’ve confirmed your quote, click ‘Online Application’ (see picture below). This will take you to the e-App Wizard – fill out all the required details and then click ‘Begin e-App’. Follow the steps and submit.
To make processing your new business applications even easier during the Level 4 lockdown we’ve introduced electronic signatures for declaration and consent (D&C) and direct debit (DD) forms.
So if you submit an application via e-App where these forms are missing, here’s how the service works:
For more details on electronic signatures please visit our Covid-19 page.
Coronavirus – all you need to knowWe’ve introduced a process for customers who need a document, for example a memorandum of transfer, witnessed when they’re under lockdown. You and your customer can witness the signature through video conference, without leaving your bubble. Contact me to find out more details.
To complement the built-in hardship provisions available with some of our covers, we're developing a relief package which practically meets the needs of customers facing financial hardship as a result of the lockdown.
Premium relief is a simple, accessible solution to help customers facing financial hardship keep their policies in place while they get back on their feet.
Key points:
For all the details on our existing hardship provisions as well as premium relief please visit our Covid-19 page.
If you have any questions about supporting customers facing hardship please touch base with me.
Our Retention team can also be reached directly on 0800 203 750 or assistance@fidelitylife.co.nz
If you need training on any of our products or services, please drop me a line or email our Professional Development team.
Stay safe and please don’t hesitate to get in touch with any questions.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.